Director, Financial Planning and Analysis

Demonstrable (15+ years) relevant work experience in financial leadership roles, with a proven track record of driving financial strategy, innovation, and disciplined execution.

Bachelor’s Degree in finance, accounting, or related field; MBA or advanced degree preferred.

Experience in talent management including, developing, mentoring, and driving a high-performance team.

Strong understanding of financial principles, accounting standards, and financial modeling techniques.

Proven problem-solving and analytical skills coupled with rigorous decision-making process.

Superior interpersonal and communication skills.

This position will play a critical role in driving financial strategy, innovation and change management initiatives throughout the organization to drive organic growth and efficiency. This will include building and leading a world class FP&A team which will deliver strong analytics and facilitate disciplined execution. The role involves extensive interactions with a broad range of individuals spanning all three of our platforms and all our global business functions, The Director will be responsible for driving strategic financial planning, quarterly reporting focused on insights that drive operational action to support strategic decision-making. This leader will play a critical role in communicating financial performance, opportunities, and risk to key stakeholders, including executive leadership and the broader Partnership.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and develop a high performing team, fostering a culture of collaboration, innovation, and continuous improvement. This leader needs to be process focused, excited to build on current momentum on investments in platforms & systems and be open and curious to adopting AI/new technologies.  This individual will work through the team to build strong business partnerships across the organization, ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to drive positive momentum and results across the firm. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.

Lead efforts to identify and implement innovative solutions to enable growth, enhance decision-making and drive efficiency

Partner with and challenge firm leaders through financial insights and analysis to enable strategic decision-making, investment evaluation, and resource allocation.

Wellington Management

offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.